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Contributed by: TriciaD, FreeTaxUSA Agent, Tax Pro For many employees, the annual arrival of W-2 forms signals the start of tax season. While most people focus on wages, federal income tax withheld, and social security details, Box 14 often stands out as a source of confusion. What do the codes in Box 14 mean, and how do…
Contributed by: CoryF, FreeTaxUSA Agent, Tax Pro You’ve heard about the new ”No Tax on Overtime” deduction from the One Big Beautiful Bill Act (OBBBA), and you have your 2025 W-2. Now you’re wondering what this deduction means for you and how to apply it to your tax return. This article will help you understand the…
Contributed by: PhillipB, FreeTaxUSA Agent, Tax Pro Not receiving your tax refund when expected can be extremely frustrating. To make the issue worse, the IRS is not very clear as to why your refund is taking more time. While FreeTaxUSA doesn't have any control over IRS refund processing, we can provide some ideas on why…
Contributed by: Henry, FreeTaxUSA Agent, Tax Pro On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This new law extended and replaced the Tax Cuts and Jobs Act (TCJA), which was set to expire at the end of 2025. The OBBBA takes effect from 2025 through 2028. You may be wondering what…
Contributed by: AndyS, FreeTaxUSA Agent, Tax Pro The One Big Beautiful Bill Act (OBBBA) passed this year and will introduce several tax law changes, affecting 2025 tax returns. One of these changes is the child tax credit (CTC). Many taxpayers with dependents find a lot of relief with the child tax credit on their tax…
Contributed by: MatthewD, FreeTaxUSA Agent, Tax Pro With the introduction of online brokerage accounts and apps for smart phones, more people are investing in the stock market on their own. The statement you get from your brokerage company will likely be a composite or consolidated statement and will have several 1099…
Contributed by: RachelR, FreeTaxUSA Agent, Tax Pro and Henry, FreeTaxUSA Agent, Tax Pro This article applies to 2024 and later. The basic example assumed both the traditional IRA contribution and the Roth conversion step happened in the same year (for example, both events happened during 2024, for the 2024 tax year).…
Contributed by: Henry, FreeTaxUSA Agent, Tax Pro The sale of an inherited home is a significant event that comes with its own set of tax implications and requirements. Understanding how to correctly enter Form 1099-S from a sale is crucial for accurate tax reporting and compliance. Information required to report the sale…
In 2025 I participated in a paid fellowship program with the University of Texas HSC - Houston for a professional certification. Disbursement of the funds required completion of milestones at various intervals throughout the fellowship program, and continued participation until the fellowship ended in August 2025. What…
Hello - I'm helping a relative with her taxes. She lives in Delaware. When we did her Federal with freetaxusa, it applied the estimated underpayment penalty. However, when we did the Delaware state return, it leaves the underpayment penalty blank and assumes we want the state to calculate it for us. We don't want to do…
Filing MFJ with W-7 for my wife's ITIN (reason "e" - spouse of resident alien). Need help with line 6c. My wife entered the US June 2025 on a B1/B2 visa. She changed status to F-2 via I-539, approved Oct 2025, effective Dec 1 2025. She has an I-797 approval notice with new I-94 showing F-2, valid 12/01/2025 to D/S. Her…
I live in DE and work in PA. My W2 shows different state wage in box 16. For 2025, the number in box 1 matches the number in box 16 of DE portion. PA box 16 shows a higher amount than DE. In 2024, the number in Box 1 does not match box 16 of either DE or PA. PA shows a higher amount on box 16 than DE in the W2 for both…
We are trying to determine the correct taxable income for PA taxes. We are filing MFJ. During 2025 I worked in PA while my spouse in TX. Would both of our income be PA-taxable, even if my spouse's W-2 has no indication on PA taxes? Thanks!
I am a student living overseas. Does FreeTaxUSA include the Form 2555 support for the 2025 tax submission to file my overseas earned income and taxes paid to the country where I currently reside?
Hi, I plan to file my federal taxes as MFJ. However, I moved from MO to PA in March of this year, and my wife moved from MO to PA in July. I had a job in MO in January and left that role, before accepting a new job that paid me in MO (from Feb - March), and then in PA for the rest of the year. My wife left her role in MO…
Hello, My understanding is we need to declare the life insurance policy details as part of the Foreign Investment and it is needed to declared on FBAR as well as Form 8938 depending on the amount. But I wanted to check whether should we declare the life insurance in the foreign country also declared in this form 8938.…
I have seen similar posts, but that do not answer my question about reporting income on excess contribution using FreeTaxUSA softwared. ---When working on our 2025 return (in February 2026) we realized our 2025 MAGI income exceeded limits for Roth IRA contributions. ---We notified American Funds and they returned the…
My wife doesn't live in the USA. She has never traveled to the USA, meaning she doesn't have a SSN. Can I file my taxes as a single person?
The IRS sent my payment a month ago and i havent received a deposit yet. There is no one to contact. Free Tax USA does not seem like a smart option to do taxes. I feel like i have been scammed.
How Do I know the taxable amount to enter on line 5b form 1040?
how do I find last years taxes on freetax
I'm non-resident of NC but has rental income there, when I input all my income and expense for Federal and running NC tax, it's shows 'Your North Carolina income percentage is 34.780000'. Can anybody help me to understand what's this means? Thanks!
Hi! This is my first time trying to do my taxes and putting money into my Roth IRA and I can't seem to figure out how to answer a couple of questions in the Roth IRA category. Thank you so much in advance!! :( To start, I did a 401k roll over to my Roth IRA in 2025. Therefore, I received a 1099-R (box 1: 8,091 ; box 7…
I am trying to enter the amount of health care premiums I paid following path: Income>Business/Rental Income>Business Income (Schedule)>Edit>Health Insurance. BUT when I click on Health Insurance the only option I am given is Did you pay for long-term insurance? There is no option for "Health Insurance"
I filed my state taxes through you guys and it's saying to go the new york website to pay what i owe with a card however there is that website is saying i have no bills or notices to pay so i cannot pay them. How do i proceed?
Hi, If I use the summary option instead of entering my crypto transactions manually and upload the required forms, do I also need to mail those forms separately? thanks
Hello, my question/situation is a bit complicated but here goes: I filed my 2023 taxes in March/2024. At that time I had my refund of about $2700 set up to pay the fees. The routing number is Green Dot Bank. The IRS took forever to process, made a few mistakes and ultimately sent out a refund of $2.14. I appealed and…
I found another W-2 after filing.
Ky sent letter saying my new return amount was reduced to $0 because of error on my tax return form.Howbcan I fix this my federal return was fine
Hello there, I need help with the residency section for the Virginia part‑year return. My spouse and I filed a joint federal return, but our Virginia residency dates are different: My spouse lived in Virginia for the entire year (full‑year resident) I moved to Virginia partway through the year (part‑year resident) When I…
I'd understand if it was a small amount but I was told I'd get $659 from the state but only received $176. I looked up the reasons that can happen and none of them apply to me. The federal return was exactly what I was told to expect.
I was a full year Massachusetts resident, spouse was a NY resident for a couple months at the beginning of the year. She received <$2k in that time before becoming a Massachusetts resident and earning her primary income in Massachusetts. We're filing a joint federal and a joint Massachusetts return, how should we approach…
I received some advice to use my Roth IRA as a savings account (I'm not retired) so that my funds can be invested and not sitting in the bank, as long as I don't withdraw any growth that those funds had. This past year I needed a chuck to make a larger purchase and took it from my Roth. I took out an amount less than I…
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